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christopher_sanderson
christopher_sanderson
Helper ⭐️⭐️
Apr 16, 2018 11:33 PM UTC

CS Manager field on Customer Info

Any thoughts about adding a User lookup called "CS Manager" to the Customer Info object?  Just thinking it would help some of our customers who want to build team rollup reports, while making it alot easier for admins to deliver (without building multiple data spaces or having a new field added to the Account object, etc).  Generally, anything we install with the package is quicker than going through some customers approval processes.

      3 replies

      dan_ahrens
      dan_ahrens
      Expert ⭐️⭐️⭐️
      Apr 17, 2018 12:43 AM UTC
      Hey Christopher, 
      This is a common request. How many levels of hierarchy do you think should be supported for reporting purposes? Would 5 be enough?
      • Manager
      • Sr Manager
      • Director
      • Sr Director
      • Vice President
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      VP of Customer Success at Forcepoint
        sai_ram
        sai_ram
        Expert ⭐️⭐️
        Apr 19, 2018 11:02 AM UTC
        Hey Christopher, Thanks for bringing this up here!

        Could you please confirm the customer names,who has requested this feature. This will help me and our Product Team for tracking purpose. 
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        christopher_sanderson
        christopher_sandersonAuthor
        Helper ⭐️⭐️
        Apr 19, 2018 2:57 PM UTC
        I would say almost every customer I've worked with has looked into this.  Recently, ABILITY and A-Z Learning are what prompted my post here.
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